See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,356 | $106,543+3.6% | $91,220+21.0% | $134,475-17.9% |
| Participation rate | 75.0% | 76.8%-1.8pp | 73.2%+1.8pp | 81.2%-6.2pp |
| Annual return | -18.42% | 160.60%-179.0pp | 114.01%-132.4pp | 417.96%-436.4pp |
| Employer contribution / active EE | $0 | $3,331-100.0% | $2,850-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $5,485 | $4,719+16.2% | $4,234+29.6% | $6,400-14.3% |
| Admin fee / account holder | $0 | $6,231-100.0% | $5,420-100.0% | $11,426-100.0% |